CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.
Raymond James Financial Services Advisors
Top 4% by experience in Baton Rouge
CPA/PFS
Cetera Investment Advisers
Top 10% by experience in Louisiana
CPA/PFS
Palmer Wealth Management
Top 12% by experience in Prairieville
CFP®CPA/PFSFiduciary
E. A. Horwitz
Top 16% by experience in Baton Rouge
CPA/PFS
Cetera Investment Advisers
Top advisor by experience in Chalmette
CPA/PFS
Cetera Investment Advisers
Top 19% by experience in Louisiana
CPA/PFS
Cetera Investment Advisers
Top 20% by experience in Louisiana
CPA/PFS
Osaic Wealth
Top 20% by experience in Lake Charles
CPA/PFSFiduciary
Apex Capital Management
Top 20% by experience in Lafayette
CPA/PFSFiduciary
Apex Capital Management
27yrs
Jo Ellen KearnyFinancial advisor
2901 Johnston St., Suite 401
Lafayette, LA 70503
Top 20% by experience in Lafayette
CPA/PFSFiduciary
Cetera Investment Advisers
27yrs
Craig C BabineauxFinancial advisor
2000 Kaliste Saloom Rd Suite 300
Lafayette,, LA 70508
Top 23% by experience in Louisiana
CFP®CPA/PFSFiduciary
Cetera Investment Advisers
Top 23% by experience in Louisiana
CFP®CPA/PFSFiduciary
Going Cpas & Wealth Advisors
Top advisor by experience at Going Cpas & Wealth Advisors
CPA/PFSFiduciary
Cetera Investment Advisers
27yrs
Ed Larry SikesFinancial advisor
1201 Brashear Ave Suite 301
Morgan City, LA 70380
Top 24% by experience in Louisiana
CPA/PFSFiduciary
CHF Wealth Management
Top 23% by experience in Lafayette
CPA/PFSFiduciary
DW Huff Advisory
Top 25% by experience in Louisiana
CPA/PFSFiduciary
GT Financial
Top 25% by experience in Louisiana
CPA/PFSFiduciary
Cetera Investment Advisers
Top 24% by experience in Lafayette
CFP®CPA/PFSFiduciary
Rizzutto Financial Advisors
More experience than 70% of advisors in Louisiana
CPA/PFSFiduciary
Cetera Investment Advisers
More experience than 70% of advisors in Louisiana
CPA/PFSFiduciary
SKM Professional Services
More experience than 69% of advisors in Metairie
CPA/PFSFiduciary
CHF Wealth Management
22yrs
Eric Scott FaulFinancial advisor
201 RUE Iberville, Suite 710
Lafayette, LA 70508
More experience than 65% of advisors in Louisiana
CFP®CPA/PFSFiduciary
CHF Wealth Management
More experience than 65% of advisors in Louisiana
CFP®CPA/PFSFiduciary
Newedge Advisors
More experience than 64% of advisors in Louisiana
CPA/PFSFiduciary